HTLD icon

Heartland Express
HTLD

Overview Fund Activity

158 hedge funds and large institutions have $627M invested in Heartland Express in 2023 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 55 increasing their positions, 57 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
158
Holders Change
-5
Holders Change %
-3.07%
% of All Funds
2.52%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
13
Increased
55
Reduced
57
Closed
18
Calls
$374K
Puts
$1.01M
Net Calls
-$635K
Net Calls Change
-$900K

Top Buyers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$18M
2
Millennium Management
2
Millennium Management
New York
$4.95M
3
First Eagle Investment Management
3
First Eagle Investment Management
New York
$5.79M
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$5.62M
5
DIA
5
Dean Investment Associates
Ohio
$4.82M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$0
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$72.4M
3
Ameriprise
3
Ameriprise
Minnesota
$10.9M
4
BlackRock
4
BlackRock
New York
$107M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$1.87M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFBT
151
Parkside Financial Bank & Trust
Missouri
$441 – – –
AWM
152
Abound Wealth Management
Tennessee
$412 – – –
AAP
153
Arax Advisory Partners
Colorado
$324 – – –
BAAM
154
Baker Avenue Asset Management
California
$308 – – –
GWS
155
Glassman Wealth Services
Virginia
$220 – – –
RCM
156
Raleigh Capital Management
North Carolina
$18 -$6.28K -349 -100%
Wellington Management Group
157
Wellington Management Group
Massachusetts
– -$15M -912,179 Closed
ZIM
158
Zacks Investment Management
Illinois
– -$1.07M -65,050 Closed
Los Angeles Capital Management
159
Los Angeles Capital Management
California
– -$794K -48,380 Closed
Teacher Retirement System of Texas
160
Teacher Retirement System of Texas
Texas
– -$735K -44,806 Closed
Jacobs Levy Equity Management
161
Jacobs Levy Equity Management
New Jersey
– -$443K -26,982 Closed
OQS
162
Occudo Quantitative Strategies
Florida
– -$400K -24,374 Closed
CIM
163
Contravisory Investment Management
Massachusetts
– -$249K -15,174 Closed
RC
164
RBF Capital
California
– -$246K -15,000 Closed
Envestnet Asset Management
165
Envestnet Asset Management
Illinois
– -$239K -14,581 Closed
YIH
166
Y-Intercept (HK)
Hong Kong
– -$204K -12,439 Closed
ECM
167
Evergreen Capital Management
Washington
– -$178K -10,829 Closed
CB
168
Commerce Bank
Missouri
– -$166K -10,105 Closed
CMF
169
Counterpoint Mutual Funds
California
– -$108K -6,563 Closed
ACM
170
Aquatic Capital Management
Illinois
– -$23K -1,400 Closed
QL
171
Quarry LP
New York
– -$11.3K -686 Closed
AWM
172
Avior Wealth Management
Nebraska
– -$3.71K -226 Closed
Bessemer Group
173
Bessemer Group
New Jersey
– -$1K -79 Closed
BTI
174
Blue Trust Inc
Georgia
– -$1K -54 Closed
3 4 5 6
7